JFG
JDM Financial Group Portfolio holdings
AUM
$212M
This Quarter Return
-4.2%
1 Year Return
+12.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(-5.8%)
Cap. Flow
-$1.7M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
74.82%
Holding
214
New
4
Increased
26
Reduced
25
Closed
4
Top Buys
| 1 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
$202K |
| 2 |
Southern Company
SO
|
$140K |
| 3 |
Sempra
SRE
|
$47.6K |
| 4 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$24K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$13.8K |
Top Sells
Sector Composition
| 1 | Technology | 4.39% |
| 2 | Consumer Discretionary | 0.46% |
| 3 | Healthcare | 0.44% |
| 4 | Energy | 0.43% |
| 5 | Real Estate | 0.41% |
